Eq Wealth Management is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 29, 2026, reports $942M in regulatory assets under management, 15 employees, 11 offices, and 2,476 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.8% of total clients.
Top client categories% of clientsClients
1
HNWI
67.8%
369
2
Individuals
28.7%
156
3
Charitable
3.5%
19
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$942Mas of April 29, 2026
Discretionary76.1%
$717M
76% of total RAUM76.1%
Non-discretionary23.9%
$225M
24% of total RAUM23.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$942M
Total Accounts2,476
10Y AUM Change+$942M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee36:1
10Y Employee Change+13 (+650.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.